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Adam Sinclair

DipPFS

My goal is simply to help my clients achieve their financial goals, whatever they may be. I work with people who are determined to find their own personal route to success.

Sometimes that's for their children's future, to save for their ultimate goals, or often just to be able to retire earlier.

I operate based on trust, the vast majority of my business is run based on recommendations and that happens for a reason - I put the client at the centre of everything I do.

About

Becoming a Partner Practice of St. James's Place appealed to me not just because they are a FTSE 100 company but because their ethos is fully aligned to mine: a core commitment to achieving the best possible outcomes for clients and ensuring that they are well served by long-term, face-to-face, relationship-based approach to managing their financial affairs and helping achieve their lifestyle objectives. I am happy to introduce potential clients to any of my existing clients, many of whom have become close friends. 

My love of finance is about the details, understanding the small incremental differences that can help deliver systematic and repeatable returns.

If you would like to have a chat over a coffee about your situation and desire to understand your future, and how to plan for its success, please get in touch. I work around your schedule and am happy to meet either at my office in Aberdeen or your home or business. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 09/10/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Adam Sinclair & Associates Wealth Management Ltd is registered in Scotland, Number SC696858. Registered Office: Neospace, Riverside Drive, Aberdeen, AB11 7LH.